Altshuler Shaham Ltd CAT Holdings History

Number of Shares
1.00 Mil
Current Holdings Value*
$330.01 Mil
% of Portfolio
8%
Total Estimate Gain
$187.89 Mil
% of Total Estimate Gain
15.09%

Altshuler Shaham Ltd's Caterpillar Inc Holding Summary

As of 2025-03-31, Altshuler Shaham Ltd held 1.00 Mil shares of Caterpillar Inc(CAT), totaling $330.01 Mil. This investment constitutes 8% of their stock portfolio, and Altshuler Shaham Ltd now holds 0.21% of the outstanding Caterpillar Inc(CAT) stock.

The initial trade took place in 2020Q4. And since then Altshuler Shaham Ltd has made 9 purchases of CAT, at an average price of $244.76, for a total of 5.09 Mil shares. In addition, there have been 8 sales at an average price of $253.25 for 4.09 Mil shares. Based on historical transaction data and CAT's current price of $397.86, Altshuler Shaham Ltd's estimated gain on his CAT holdings is $187.89 Mil, reflecting a 15.09% gain to date.

Altshuler Shaham Ltd CAT ($397.86) Holding Chart

Altshuler Shaham Ltd CAT ($397.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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